About Us

Michael Salmon developed his methodology over the course of his three decades of leadership improving sales, marketing, and management process for both privately held and Fortune 500 companies. Michael is considered an industry expert on the subject?s sales, networking, practice management and marketing and is a much sought after speaker.

He has been featured in a variety of national media including: CNN, CBS, NBC, Fox News Channel, Bloomberg TV, USA Today, Investor?s Business Daily, L.A. Times, and the Chicago Tribune. Michael and his team of coaches work with several Fortune 500 executives and 120+ of the Barron?s and Worth?s top 1,000 Financial Advisors. In addition, Michael has three books published. His third book Winning More Business in Financial Services: How to Score Big with Referrals and Networking by McGraw-Hill (2012) has received rave reviews. He was a keynote speaker at the last COMDEX between Bill Gates and Scott McNealy. He was also a panelist at SkyBridge Capital?s SALT Conference talking about successful Marketing and Sales strategies.

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Our work spans the globe. Some of our clients include: UBS PWM and GWM, Merrill Lynch PBIG, Morgan Stanley GWM and PWM, Mizuho Securities, Raymond James, Sun Trust, Fidelity, PIMCO, BlackRock and Lincoln Financial Distributors.

Our down-to-earth repeatable, sustainable step-by-step processes are swift, deliberate, effective, easy to follow and utilize. Here?s what distinguishes our training curriculum, methodology and ongoing coaching program from others:

  • Besides the “what to do” more importantly we show professionals the “how to”  
  • Customized materials aligned with client’s goals and objectives for organic growth
  • Ongoing coaching to ensure desired outcomes are achieved
  • A built-in accountability mechanism to track progress, monitor results, and measure ROI
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